Luminaries 2024 Finalist - Advyzon: Innovation in Technology

Congratulations to all the 2024 ThinkAdvisor Luminaries Finalists!

At Impact Communications, we are thrilled to work with such amazing thought leaders and innovative firms.
Advyzon, profiled below, is an exemplary firm and deserves this recognition and more.

Firm Award: Innovation - Unified (All-in-One) Systems

Advyzon is an award-winning, comprehensive technology platform and portfolio management solution for advisors and investment managers. Their exceptional technology and unmatched service exist to improve the advisor experience – whether it’s via portfolio and firm management or client relationships and growth.

Advyzon’s intuitive, cloud-based wealth management technology is built on single-source code and combines portfolio management, customizable performance reporting, trading and rebalancing, client web portals, CRM, client billing, and document storage – along with investment management services and a model marketplace offered by Advyzon Investment Management (AIM). AIM was the natural evolution of Advyzon's all-in-one offering, and along with Nucleus Model Marketplace, moves Advyzon closer than ever to offering a fully comprehensive solution for advisors to run their firms.

Advyzon’s inaugural conference, held February 2024, received very positive feedback:
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• User forum for advisor training on how to utilize Advyzon’s fullest capabilities.
• Several key enhancements of the next-generation platform announced – including a new mobile app, workflow automations, AI capabilities, rebalancing tax optimizations, and more.
• Introduced new executives, well-respected industry experts aimed at building out product and service offerings for enterprise firms and advisors serving more complex clients: Kartik Srinivasan, President of Advyzon Institutional, and Dave Goes, President of Enterprise Sales.

In Spring 2023, Advyzon introduced the Nucleus Model Marketplace within TAMP Advyzon Investment Management (AIM). AIM offers risk-based models including active/passive mutual funds and ETFs, a tax-sensitive ETF only solution, an ESG active/passive model, an alternative model, and direct indexing, as well as tools and methodologies around tax optimization and tax loss harvesting. The firm has continued to build out additional investment products around all these core offerings, as well as offer new strategies, as they’ve evolved over the course of their first year in business.

In the last 18 months, Advyzon also introduced partnerships / integrations with Apex Advisor Solutions (custody and retail investment infrastructure integration that pushes the boundaries of advisor and custodial technology), Nebo Wealth (foundational component for turnkey, end-to-end solution), FINIAT (takes FINIAT’s solutions to the next level by integrating them with Advyzon’s trading and portfolio management capabilities), tru Independence (foundational chassis for truView platform), and RightCapital.